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Family Advisory Services Team
The Family Advisory Services Team provides expert advice and assistance to individuals and families dealing with life changing situations. Situations such as a family member's decision to move to assisted living, or divorce, the death of a spouse or the onset of a debilitating medical condition may bring about the need for services and advice from experts in the legal, real estate, financial and family care fields. You or a member of your family may need assistance with planning for elder care, investment management, real estate management, financial planning, or estate planning and guardianship.
Individuals or their families are often faced with making difficult decisions regarding long-term care, financial security and future living arrangements without the benefit of any prior planning. While there are many issues that should be addressed before these decisions are made, many families are not aware of them.
Family Advisory Services Team assists families and individuals by coordinating the expertise of professionals in the legal, real estate, and financial fields to deal with these issues. These professionals have extensive experience handling the various issues relating to these situations and can handle immediate situations, as well as provide advice and counseling on long range planning.
The services provided by the Family Advisory Services Team may assist clients in dealing with issues which, while unavoidable, frequently place an emotional strain on family relationships.
The Family Advisory Services Team is an added value service of Burns & Levinson LLP. The Team is comprised of a select group of attorneys from Burns & Levinson LLP and members of its subsidiaries, Fiduciary Real Estate Advisors LLC and Burns & Levinson Asset Management.
Legal Services: Document Review/Preparation, Estate Planning, Guardianship/Conservatorship, Benefits Advocacy, Family Law and Other legal services as required
Real Estate Services: Property Management, Real Estate Sale/Purchase, Home Maintenance, Repair and Improvement and Moving Assistance
Financial Services: Portfolio Management, Investment Counseling, Financial Planning, Bill Payment Services, Trustee Services
Care Management Services: Referrals to Social Workers, Care Providers and Agencies; Alternative Living Arrangement Research
The Family Advisory Services Team Group at Burns & Levinson
| Name | Title | Phone | |
|---|---|---|---|
| Clifford R. Cohen | Partner | 617.345.3286 | ccohen@burnslev.com |
| Lisa M. Cukier | Partner | 617.345.3471 | lcukier@burnslev.com |
Additional Members
| Name | Title | Phone | |
|---|---|---|---|
| Rand Folta, Burns & Levinson Asset Management LLC | Chief Investment Officer | 617.345.3506 | rfolta@blasset.com |
| Carl Izzo, Fiduciary Real Estate Advisors LLC | Managing Director | 617.345.3600 | cizzo@fiduciaryre.com |
